CFP
BPK

Cornerstone Financial Partners’s Blackrock Muni 2018 Term Tr BPK Stock Holding History

Cornerstone Financial Partners’s Portfolio BPK Stock Details BPK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-12,906
Closed -$202K – 190
2015
Q4 		$202K Buy
+12,906
New +$200K 0.07% 137

Other funds holding BPK

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WKWM
Walter & Keenan Wealth Management Souh Bend, Indiana $355M AUM 23.15% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
CPIG
Chicago Partners Investment Group Chicago, Illinois $4.48B AUM 19.29% 1-Year Est. Return

Cornerstone Financial Partners's BPK Position: Q1 2016 in Review

Cornerstone Financial Partners sold out of Blackrock Muni 2018 Term Tr (BPK) in Q1 2016, closing a stake of 12,906 shares — an estimated $202K sold.

Cornerstone Financial Partners first reported a position in BPK in Q4 2015 and held it in 1 quarter. The position peaked at $202K in Q4 2015. 35 funds tracked by Wall St. Rank hold BPK as of Q1 2016.

  • Cornerstone Financial Partners reported no remaining Blackrock Muni 2018 Term Tr position as of Q1 2016 after selling out during the quarter.
  • Cornerstone Financial Partners sold 12,906 Blackrock Muni 2018 Term Tr shares in Q1 2016, an estimated $202K.
  • Cornerstone Financial Partners first reported a position in Blackrock Muni 2018 Term Tr in Q4 2015 and held it in 1 quarter.
  • Cornerstone Financial Partners's Blackrock Muni 2018 Term Tr position peaked at $202K in Q4 2015.
  • 35 funds tracked by Wall St. Rank held Blackrock Muni 2018 Term Tr as of Q1 2016.

Based on Cornerstone Financial Partners's 13F filing for Q1 2016, filed 6 May 2016.